778 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 245 increasing their positions, 310 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less capital invested

Capital invested by funds: $29.7B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
778
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
Steph & Co
Wisconsin
$87K
Federated Hermes
602
Federated Hermes
Pennsylvania
$86.7K
CA
603
Clearstead Advisors
Ohio
$83.1K
ADL
604
Asset Dedication LLC
California
$83.1K
SGK
605
Steigerwald Gordon & Koch
Virginia
$81.8K
BTI
606
Blue Trust Inc
Georgia
$78.9K
EPW
607
Evergreen Private Wealth
Colorado
$78.1K
SS
608
Sunbelt Securities
Texas
$78.1K
OIAM
609
OFI Invest Asset Management
France
$72.7K
CH
610
Cromwell Holdings
Wyoming
$70.5K
CTC
611
Central Trust Company
Missouri
$70.2K
RIL
612
Rothschild Investment LLC
Illinois
$67K
WT
613
Whittier Trust
California
$63.8K
PTC
614
Private Trust Company
Ohio
$59.4K
AssetMark Inc
615
AssetMark Inc
California
$58K
PPA
616
Pilgrim Partners Asia
Singapore
$57.8K
OL
617
OneFund LLC
Florida
$56.5K
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$54K
TPCW
619
TD Private Client Wealth
New York
$53.6K
CFO
620
CVA Family Office
Colorado
$53.4K
CT
621
Caldwell Trust
Florida
$52.6K
PS
622
Principal Securities
Iowa
$51K
AF
623
Advisornet Financial
Minnesota
$50.5K
RDFA
624
Ritter Daniher Financial Advisory
Ohio
$49.9K
TFIPS
625
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.3K